Run your monday CRM in plain language.
Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board health, clean up messy data in bulk, and turn meeting notes into deal updates. Every skill writes back into monday as a real update, doc, or dashboard. More
MCP connector Server URL https://mcp.monday.com/mcpCopy Login OAuth Skills 9 in the Claude listing
Activity insights Analyze CRM activity data — rep performance, call and email volume, team activity breakdowns, and engagement stats. Automate crm Set up, view, and manage automations on monday CRM boards using natural language — no block IDs or technical knowledge required. Daily briefing Start your day with a prioritized CRM briefing — works for any monday CRM setup: pipeline, contacts, accounts, leads, or no board at all. Data cleanup Check your CRM board's health and clean up messy data — run a scored health check (missing fields, stalled deals, abandoned columns, automation gaps) as a report, or fix data in bulk (phone formats, m forecast Build a forecast dashboard in monday — committed, best-case, and pipeline views by close month, rendered as real dashboard widgets. Log activity Log calls, meetings, notes, and other activities to CRM item timelines — structured records with attendees, outcomes, and follow-ups. Meeting to deal Turn meeting transcripts into deal updates — key points, commitments, and next steps posted to matching CRM deals automatically. Run sequence Manage CRM sequences end-to-end — list, create, enroll contacts, activate/deactivate, duplicate, and track performance. Workspace builder Build a CRM workspace from scratch — describe your business and get boards, columns, and pipeline stages created in monday. 